Patrick McDonald

Financial Planner

Contact: 613-820-9944

Email: patrick@panoramawealth.ca

Having been in this industry for 30 years and being a part of Panorama Wealth Management for the last 8 years, Patrick was born in Montreal, QC, and was a long time Ottawa resident before moving to Victoria, BC where he now resides.

Attending McGill University, he obtained his master’s degree in Business Administration and Certificate in Accounting, as well as a Bachelor of Science (Mathematics) at Concordia University. Patrick has CPA, CGA, & CFP professional designations.

Patrick had previously been a teacher and an independent Accountant, which he carries forward for his clients now.

The services provided rely on his master’s degree in finance, accounting and financial planning designations, continual updating of these skills, years of teaching other professionals in these fields and over 30 years of experience dealing with clients like yourself.

Offering Mutual Fund Services in the provinces of British Columbia and Ontario